TCI Wealth Advisors’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-120
| Closed | -$2.6K | – | 712 |
|
|
2023
Q1 | $2.6K | Sell |
120
-8
| -6% | -$173 | ﹤0.01% | 1904 |
|
|
2022
Q4 | $2.87K | Buy |
128
+2
| +2% | +$45 | ﹤0.01% | 1878 |
|
|
2022
Q3 | $3K | Buy |
126
+11
| +10% | +$262 | ﹤0.01% | 1748 |
|
|
2022
Q2 | $2K | Hold |
115
| – | – | ﹤0.01% | 1978 |
|
|
2022
Q1 | $3K | Buy |
115
+6
| +6% | +$157 | ﹤0.01% | 1864 |
|
|
2021
Q4 | $3K | Hold |
109
| – | – | ﹤0.01% | 1992 |
|
|
2021
Q3 | $3K | Hold |
109
| – | – | ﹤0.01% | 1902 |
|
|
2021
Q2 | $3K | Sell |
109
-50
| -31% | -$1.38K | ﹤0.01% | 1709 |
|
|
2021
Q1 | $4K | Sell |
159
-20
| -11% | -$503 | ﹤0.01% | 1332 |
|
|
2020
Q4 | $4K | Buy |
179
+89
| +99% | +$1.99K | ﹤0.01% | 921 |
|
|
2020
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 1076 |
|
|
2020
Q2 | $2K | Sell |
90
-30
| -25% | -$667 | ﹤0.01% | 1031 |
|
|
2020
Q1 | $2K | Buy |
+120
| New | +$2K | ﹤0.01% | 985 |
|